CFA Society Of Toronto - Home Page
We connect investment professionals to the people, knowledge, and standards that raise the bar for our industry.
CFA Society Toronto is the world’s largest CFA Society, representing over 11,500 investment professionals. We advance the investment profession through ethics, education, and engagement — empowering members to make meaningful contributions to Canada’s financial future.
Mission: To create opportunities for our members to raise standards and make high-quality contributions toward a trustworthy financial community.
Vision: To be the leading source of world-class investment professionals.
Discover Our Strategic PlanTo Enhance and Expand our Diverse Community to Promote an Ethical, Dynamic, and Vibrant Investment and Financial Services Industry.
Our North Star defines where we’re headed to ensure every member can thrive while strengthening the integrity and relevance of the investment profession. We focus on three Strategic Pillars, each encompassing key initiatives designed to help us reach our North Star:
Member Experience
Recognizing that each member’s journey is unique, we aim to provide the tools and opportunities that will help you succeed. We are committed to delivering an outstanding, highly personalized member experience.
Influence & Impact
By positioning CFA Society Toronto as a thought leader and advocate for the highest standards of ethics and professional excellence, we aim to raise the profile of the society and its members by expanding our influence.
Operational Excellence
By enhancing our operational efficiency, we can better serve you and adapt to the evolving demands of our industry.
Find out who are leadership, staff and our volunteers involved in delivering top notch programs and events for our finance and investment community!
Meet the Team
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behaviour in investment markets and a respected source of knowledge in the global financial community.
CFA Societies Canada is a collaboration of our 12 Canadian member societies. CFA Societies Canada aspires to lead the investment management profession in Canada by raising ethical and professional standards, promoting fair markets, protecting investors, and increasing brand awareness.
The Canadian Advocacy Council ("CAC") is an advocacy council for CFA Societies Canada that strives to advance market integrity, transparency and investor protection, on behalf of the 12 CFA Institute Member Societies across Canada and over 21,000 Canadian CFA charterholders.
Join us for a year-long 90th celebration where we spotlight member stories, elevate leaders at every career stage, and open doors for the next generation to explore careers in finance and investment.
